Trimble Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript

Jan 23, 2024

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Mar 02, 2021 / 03:15PM GMT
James Eugene Faucette - Morgan Stanley, Research Division - MD

Welcome this morning for the Morgan Stanley TMT Conference in virtual format this year, I'm very pleased to have Rob Painter, CEO of Trimble with us. Before we get started with Rob, I do have a quick disclaimer to read. For important disclosures, please see morganstanley.com/research disclosures. So like I said, I'm very excited to have Rob here. For those of you that are following along on the webcast, I will say that we have 30 minutes. I've got about 2 hours' worth of prepared questions for Rob. But if there are questions that you want to make sure we get to, please submit them via the web, and I'll try to incorporate those as best we can.

Questions and Answers:

James Eugene Faucette - Morgan Stanley, Research Division - MD

So maybe Rob, I'll start off with maybe a little bit of a confession/set the stage a little bit is that, from my perspective, I've been aware of Trimble for a long time. I've been covering tech companies for longer than I'd like to admit, going back to pre-2000, and

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